Integrate PlanSo Forms with FluentCRM
Send information between PlanSo Forms and FluentCRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in FluentCRM each time a form is filled out on PlanSo Forms
Efficiently gather customer data from forms, minimizing duplication efforts. This workflow will generate a new contact in FluentCRM using the form inputs received in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new contact in FluentCRM.
Create a contact in FluentCRM each time a form is filled out on PlanSo Forms
PlanSo Forms + FluentCRM
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Supported triggers and actions
Integrate PlanSo Forms and FluentCRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Contact created
Triggers when a new contact is created
Contact updated
Triggers when a new contact is updated
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create list
Creates a new list
Create tag
Creates a new tag
Update contact
Updates the details of the specified contact
Fetch contact
Fetches the details of an existing contact using ID
What is PlanSo Forms?
PlanSo Forms is a quick and easy form builder with an intuitive and user-friendly interface. It also provides features such as auto-responder emails after form submissions, integrated spam protection, file submissions within forms, and more.
Similar apps
What is FluentCRM?
FluentCRM is a WordPress email marketing automation plugin that lets users create email campaigns, automate email sequencing, manage leads and customers, and monitor user activities.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
